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Top 3 financial advisor firms in Falls Church

3 SEC-registered financial advisor firms are headquartered in Falls Church, VA, with $3.44B in combined regulatory assets under management. The largest by assets are Azzad Asset Management ($1.84B), CJM Wealth Advisers ($1.47B) and James Scott S ($139M).

3
Financial advisor firms
$3.44B
Their combined AUM
$1.47B
Median firm AUM
2,557
Clients of the top 3

The 3 largest by assets

  1. 1
    Azzad Asset Management

    RIA

    $1.84B

  2. 2
    CJM Wealth Advisers

    RIA

    $1.47B

  3. 3
    James Scott S

    RIA

    $139M

Profiles of the top 3

No. 1 · RIA

Azzad Asset Management

Azzad Asset Management is an investment adviser based in Falls Church, VA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and individual clients. Its regulatory assets under management total $1.84 billion, as filed on 30 January 2026.

Azzad Asset Management charges 1.20%–1.75% a year for its Ethical Wrap Program.

Regulatory AUM
$1.84B
Clients
1,543
Advisory staff
12
Fee schedule
1.20% to 1.75% a year
Minimum account
$500,000
Custodians
Folio Investments, Charles Schwab
Headquarters
3141 Fairview Park Drive, Suite 355, Falls Church, VA 22042-4533
Phone
703-207-7005
Website
azzadasset.com

No. 2 · RIA

CJM Wealth Advisers

CJM Wealth Advisers is an investment adviser based in Falls Church, VA, registered with the SEC since 1979. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.47 billion, as filed on 20 July 2026.

CJM Wealth Advisers charges up to 1.00% a year for its CJM Asset Management Wrap Program.

Regulatory AUM
$1.47B
Clients
875
Advisory staff
11
Founded
1978
Fee schedule
Up to 1.00% a year
Custodians
Pershing
Headquarters
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042
Phone
703-425-0700
Website
cjmltd.com

No. 3 · RIA

James Scott S

James Scott S is an investment adviser based in Falls Church, VA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $139 million, as filed on 30 March 2026.

James Scott S charges 0.50%–1.00% a year for its Portfolio management and financial planning.

Regulatory AUM
$139M
Clients
139
Advisory staff
2
Fee schedule
0.50% to 1.00% a year
Custodians
Pershing
Headquarters
6700 Arlington BLVD, Falls Church, VA 22042
Phone
703-533-2500
Website
scottjamesgroup.com

Questions about financial advisors in Falls Church

How many financial advisor firms are headquartered in Falls Church?

3 SEC-registered financial advisor firms report their principal office in Falls Church, VA, managing $3.44B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Falls Church?

Azzad Asset Management, with $1.84B in regulatory assets under management on its latest Form ADV. The next largest are CJM Wealth Advisers ($1.47B) and James Scott S ($139M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Falls Church?

The median firm manages $1.47B in regulatory assets. That is the midpoint of the 3 firms headquartered in Falls Church.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Falls Church charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Falls Church?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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